How to Customize and Reorder Prospecting Report Sections in GoHighLevel

If you use ClickUp to manage tasks and GoHighLevel for prospecting, keeping reports clean and focused is essential. The prospecting tool in GoHighLevel allows you to customize, reorder, and control which sections appear so you can deliver only the most relevant data to your clients or internal team.

This step-by-step guide walks you through how to manage report sections, turn data on or off, and lock your changes to ensure consistent reporting.

Access the Prospecting Tool in GoHighLevel

Before you can customize any report sections, you need to open the prospecting tool inside GoHighLevel.

1. Log in to your GoHighLevel account.

2. Navigate to the prospecting or reporting area used for local SEO and audit reports.

3. Open an existing report or create a new prospecting report to begin editing.

Once the report is open, you will see a series of standard sections, such as business information, online presence, and other audit-related blocks.

Open the GoHighLevel Report Sections Editor

To customize which sections appear in the report, you must access the sections editor.

1. Look for the option or tab that allows you to configure report sections. This is typically labeled as Sections, Report Sections, or similar, depending on your GoHighLevel interface version.

2. Click to open the configuration panel where all available report sections are listed.

Here, you can control visibility, arrangement, and content scope for each individual section.

Enable or Disable Individual GoHighLevel Report Sections

Not every section is needed for every client. GoHighLevel lets you toggle sections on or off to match your prospecting goals.

1. In the sections editor, review the full list of available report sections.

2. Each section will have a control to enable or disable it, often in the form of a checkbox or toggle.

3. Turn on the sections that are relevant to your prospect and turn off any that are unnecessary or repetitive.

By disabling nonessential sections, you create a concise report that highlights only the most impactful insights for your audience.

Reorder GoHighLevel Prospecting Report Sections

The order of sections can dramatically affect how prospects read and understand your GoHighLevel report. You can rearrange the sections to prioritize the most important insights.

1. Within the sections editor, locate the list of enabled report sections.

2. Use the drag-and-drop handle or up/down arrows next to each section to move it higher or lower in the report.

3. Arrange sections so that the most critical information appears at the top, followed by supporting or secondary details.

This reordering capability helps you create a narrative, starting with major wins or issues, then moving into detailed diagnostics.

Customize Content Within GoHighLevel Report Sections

Many report sections in GoHighLevel offer additional customization beyond simple on/off toggles. You can often fine-tune what data is shown or how it is presented.

• Adjust visibility of sub-elements (for example, certain widgets, charts, or metric groups).

• Control which platforms or sources are included in a given section where options are provided.

• Refine labels and descriptions where editable fields are available to make the report easier for non-technical clients to understand.

When you finish your adjustments, review a live or preview version of the report to verify that each section shows exactly what you expect.

Lock Your GoHighLevel Report Section Settings

To maintain consistency across multiple prospecting reports, you can lock your configuration so other users cannot accidentally change the structure.

1. In the report sections editor, look for a Lock or Save & Lock option.

2. Enable this option to prevent unauthorized edits to the section layout and visibility settings.

3. Confirm your choice and save the configuration.

Locking helps agencies and teams ensure that every report generated from a specific template follows the same layout and standards.

Preview and Test Your Customized GoHighLevel Report

After you customize and lock the sections, it is important to validate the final output.

1. Generate a preview of the report from inside GoHighLevel.

2. Scroll through each section to confirm the order, visibility, and data accuracy.

3. Check that disabled sections are completely removed and that any customizations you added are reflected correctly.

If anything looks off, return to the sections editor, adjust the settings, and preview again until the report matches your requirements.

Best Practices for GoHighLevel Prospecting Reports

When setting up report sections in GoHighLevel, keep these best practices in mind:

• Start with a core template: Create a base configuration with essential sections that apply to most prospects.

• Minimize noise: Disable niche or overly technical sections for non-technical stakeholders.

• Lead with value: Place high-impact metrics and quick wins at the top of the report.

• Standardize across your agency: Lock key templates so all team members use the same layout.

• Iterate over time: As you collect feedback from prospects, refine which sections you show and how they are ordered.

Additional Resources for Using GoHighLevel

To dive deeper into how the prospecting tool works and see the original documentation for customizing report sections, review the official guide:

Official GoHighLevel prospecting tool documentation

If you need expert help implementing GoHighLevel in your agency or want advanced automation strategies, you can explore consulting and implementation services at Consultevo.

Summary

By using the built-in prospecting tool controls in GoHighLevel, you can:

• Enable or disable individual report sections.

• Reorder sections to highlight key findings first.

• Customize the content displayed inside each section.

• Lock your configuration to maintain consistent reporting standards.

Following the steps above ensures your prospecting reports stay clear, professional, and perfectly aligned with your clients’ needs.

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